See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,043 | $88,751+27.4% | $81,812+38.2% | $145,922-22.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.83% | 1025.40%-1005.6pp | 773.79%-754.0pp | 561.29%-541.5pp |
| Employer contribution / active EE | $2,251 | $3,083-27.0% | $2,912-22.7% | $4,660-51.7% |
| Participant deferral / active EE | $992 | $4,643-78.6% | $4,319-77.0% | $6,688-85.2% |
| Admin fee / account holder | $4,616 | $8,415-45.1% | $7,386-37.5% | $13,397-65.5% |